YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$758K
2
+$634K
3
+$375K
4
T icon
AT&T
T
+$331K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$292K

Top Sells

1
+$2.97M
2
+$549K
3
+$267K
4
SHPG
Shire pic
SHPG
+$213K
5
DIS icon
Walt Disney
DIS
+$195K

Sector Composition

1 Technology 17.64%
2 Financials 16.59%
3 Consumer Discretionary 11.44%
4 Healthcare 11.06%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7K ﹤0.01%
1,471
652
$7K ﹤0.01%
108
+34
653
$7K ﹤0.01%
39
654
$7K ﹤0.01%
131
655
$7K ﹤0.01%
130
656
$7K ﹤0.01%
95
657
$7K ﹤0.01%
45
658
$7K ﹤0.01%
66
+35
659
$7K ﹤0.01%
+122
660
$7K ﹤0.01%
117
661
$7K ﹤0.01%
275
662
$7K ﹤0.01%
180
-5
663
$7K ﹤0.01%
25
664
$7K ﹤0.01%
160
665
$7K ﹤0.01%
115
666
$7K ﹤0.01%
300
667
$7K ﹤0.01%
514
668
$7K ﹤0.01%
834
669
$6K ﹤0.01%
250
670
$6K ﹤0.01%
130
671
$6K ﹤0.01%
357
672
$6K ﹤0.01%
96
673
$6K ﹤0.01%
75
674
$6K ﹤0.01%
50
675
$6K ﹤0.01%
608
-94
25 26
27
28 29